# Portfolio overlap — CTOGX vs CTSIX

Comparing **Calamos Timpani SMID Growth Fund** (2026-01-31) and **Calamos Timpani Small Cap Growth Fund** (2026-01-31).

- Shared positions: 59
- Calamos Timpani SMID Growth Fund covered by Calamos Timpani Small Cap Growth Fund: 0.6321841453328639124819605787
- Calamos Timpani Small Cap Growth Fund covered by Calamos Timpani SMID Growth Fund: 0.6321841453328639124819605788

## Calamos Timpani SMID Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| LUMENTUM HOLDINGS INC | 0.046226 | ✓ |
| MONOLITHIC POWER SYS INC | 0.025495 |  |
| FTAI AVIATION LTD | 0.024126 | ✓ |
| SITIME CORP | 0.023697 | ✓ |
| FIVE BELOW INC | 0.023412 | ✓ |
| GUARDANT HEALTH INC | 0.022933 | ✓ |
| MERCURY SYSTEMS INC | 0.022636 | ✓ |
| JFROG LTD | 0.021093 | ✓ |
| STIFEL FINANCIAL CORP | 0.020981 |  |
| RUSH STREET INTERACTIVE INC | 0.020412 | ✓ |
| CARPENTER TECHNOLOGY CORP | 0.019600 | ✓ |
| INSMED INC | 0.019591 | ✓ |
| CARVANA CO CL A | 0.017877 |  |
| APPLOVIN CORP | 0.017377 |  |
| DAVE INC | 0.016851 | ✓ |
| MAMA'S CREATIONS INC | 0.016620 | ✓ |
| TEMPUR SEALY INTERNATIONAL INC | 0.016552 |  |
| CIENA CORP | 0.016125 | ✓ |
| CH ROBINSON WORLDWIDE INC | 0.016024 |  |
| TOPBUILD CORP | 0.016018 |  |
| ARGAN INC | 0.015679 | ✓ |
| ADV ENERGY INDS | 0.015164 | ✓ |
| BOOT BARN HOLDINGS INC | 0.014933 | ✓ |
| NPK INTERNATIONAL INC | 0.014521 | ✓ |
| STERLING INFRASTRUCTURE INC | 0.014520 | ✓ |
| MAREX GROUP PLC | 0.014237 | ✓ |
| SHARKNINJA INC | 0.014160 |  |
| HERC HOLDINGS INC | 0.014100 | ✓ |
| TAT TECHNOLOGIES LTD | 0.013619 | ✓ |
| CECO ENVIRONMNTL | 0.013525 | ✓ |
| XPO LOGISTICS INC | 0.013340 |  |
| MASTEC INC | 0.012898 |  |
| AXON ENTERPRISE INC | 0.012192 | ✓ |
| COMFORT SYSTEMS USA INC | 0.012127 |  |
| BRIDGEBIO PHARMA INC | 0.012011 | ✓ |
| ADAPTIVE BIOTECHNOLOGIES CORP | 0.011651 | ✓ |
| IONIS PHARMACEUTICALS INC | 0.011499 |  |
| NATERA INC | 0.010868 |  |
| LIGAND PHARMACEUTICALS | 0.010853 | ✓ |
| Silicon Motion Technology Corp. SPONSORED ADR | 0.010656 | ✓ |
| RBC BEARINGS INC | 0.010598 |  |
| ULTRA CLEAN HOLDINGS INC | 0.010420 | ✓ |
| VIAVI SOLUTIONS INC | 0.010337 | ✓ |
| ADMA BIOLOGICS INC | 0.010323 | ✓ |
| ARMSTRONG WORLD INDUSTRIES INC | 0.010320 |  |
| EVERCORE INC A | 0.010099 |  |
| RED VIOLET INC | 0.009890 | ✓ |
| CELSIUS HOLDINGS INC | 0.009770 |  |
| EXTREME NETWORKS INC | 0.009121 | ✓ |
| PLANET LABS PBC A | 0.008742 | ✓ |

## Calamos Timpani Small Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| LUMENTUM HOLDINGS INC | 0.040604 | ✓ |
| MAMA'S CREATIONS INC | 0.028111 | ✓ |
| TAT TECHNOLOGIES LTD | 0.026192 | ✓ |
| GUARDANT HEALTH INC | 0.026185 | ✓ |
| NPK INTERNATIONAL INC | 0.025899 | ✓ |
| SITIME CORP | 0.025318 | ✓ |
| MERCURY SYSTEMS INC | 0.023895 | ✓ |
| RED VIOLET INC | 0.021568 | ✓ |
| RUSH STREET INTERACTIVE INC | 0.021500 | ✓ |
| JFROG LTD | 0.021241 | ✓ |
| MAREX GROUP PLC | 0.019394 | ✓ |
| ADV ENERGY INDS | 0.019365 | ✓ |
| CARPENTER TECHNOLOGY CORP | 0.019090 | ✓ |
| PIPER SANDLER COS | 0.018540 |  |
| DAVE INC | 0.018455 | ✓ |
| FIVE BELOW INC | 0.017980 | ✓ |
| GRAHAM CORPORATION | 0.017721 |  |
| ARGAN INC | 0.017147 | ✓ |
| STERLING INFRASTRUCTURE INC | 0.016776 | ✓ |
| LIGAND PHARMACEUTICALS | 0.016693 | ✓ |
| CIENA CORP | 0.016331 | ✓ |
| BOOT BARN HOLDINGS INC | 0.016265 | ✓ |
| LIGHTPATH TECHNOLOGIES CL A | 0.016010 |  |
| HERC HOLDINGS INC | 0.015862 | ✓ |
| BRIDGEBIO PHARMA INC | 0.014875 | ✓ |
| ADAPTIVE BIOTECHNOLOGIES CORP | 0.014701 | ✓ |
| Silicon Motion Technology Corp. SPONSORED ADR | 0.013620 | ✓ |
| ULTRA CLEAN HOLDINGS INC | 0.013455 | ✓ |
| LINDBLAD EXPEDITIONS HOLDINGS | 0.013378 |  |
| EXTREME NETWORKS INC | 0.013115 | ✓ |
| INSTALLED BUILDING PRODUCTS INC | 0.012839 |  |
| CREDO TECHNOLOGY GROUP HOLDING LTD | 0.012725 | ✓ |
| CECO ENVIRONMNTL | 0.012611 | ✓ |
| VIAVI SOLUTIONS INC | 0.012082 | ✓ |
| OWLET INC | 0.012064 |  |
| FTAI AVIATION LTD | 0.012049 | ✓ |
| IRADIMED CORP | 0.011356 |  |
| OPTIMIZERX CORP | 0.011248 |  |
| AMPRIUS TECHNOLOGIES INC | 0.011018 | ✓ |
| US ANTIMONY CORP | 0.010846 |  |
| ASTRONICS CORP | 0.010833 | ✓ |
| ICHOR HOLDINGS LTD | 0.010749 |  |
| ADMA BIOLOGICS INC | 0.010706 | ✓ |
| DIGITALOCEAN HOLDINGS INC | 0.010477 | ✓ |
| GENEDX HOLDINGS CORP-A | 0.010449 | ✓ |
| PLANET LABS PBC A | 0.009957 | ✓ |
| INSMED INC | 0.009771 | ✓ |
| VISHAY PRECISION GROUP INC | 0.008490 |  |
| MANNKIND CORP | 0.008379 | ✓ |
| TOWER SEMICONDCT | 0.008234 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001410368-26-034387` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/826732/000141036826034387/0001410368-26-034387-index.htm>
- N-PORT (fund B) — accession `0001410368-26-034373` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/826732/000141036826034373/0001410368-26-034373-index.htm>

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